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Password FAQs

Most users accessing FileHold will need to use a password to authenticate themselves. Passwords can get forgotten or lost or it is just time to change them.

I am logged in and I want to change my password

The method to change your password will depend on what client you used to log in.

Desktop application (FDA) – method 1 – local users only

  1. Select File > Preferences & Settings > User preferences…
  2. Press the Change password… button. 

Desktop application (FDA) – method 2 – local users only

  1. Open the main library form with My FileHold displayed near the top of the library panel.
  2. Right click on My FileHold and choose My User Preferences.
  3. Press the Change password… button.

Web client – local users only

  1. Open the main library form with My FileHold displayed near the top of the library panel.
  2. Right click on My FileHold and choose Reset My Password.

Courier client – external users only

  1. Open a Courier transmission you have received.
  2. Select My account > Profile.
  3. Press the Change password button.

More information on working with user preferences is available in the knowledgebase.

If you are not a local or external user, these options will not apply to you. You password will need to be reset in your Windows domain or with your identity provider. 

The method to change your password will depend on what client you used to log in.

These options are only available if your administrator has enabled them in your system. If you do not see these links, contact your FileHold administrator.

Desktop application (FDA)

  1. Open your login dialog with File > Logon to FileHold Server as…
  2. Choose the I forgot my password link.

 

Web client

  1. Go to your login page with your browser. The link will look like https://<your-server-name>/FH/FileHold/WebClient/LoginForm.aspx where you will need to repace <your-server-name> with your actual server name. You may also need to replace https with http if this is a test server or your server is unsecured.
  2. Choose the Forgot your password? link.

 

Mobile web client

  1. Go to your login page with your browser. The link will look like https://<your-server-name>/FH/FileHold/MobileWebClient/LoginForm.aspx where you will need to repace <your-server-name> with your actual server name. You may also need to replace https with http if this is a test server or your server is unsecured.
  2. Choose the Forgot your password? link.

 

Courier client

  1. Open a Courier transmission you have received.
  2. Choose the Forgot your password? link.

More information about resetting a forgotten password is available in the knowledgebase along with finding a forgotten username.

The first three options rely on your correct email address being stored in FileHold.

If you are not a local or external user, these options will not apply to you. You password will need to be reset in your Windows domain or with your identity provider. 

A local FileHold user is a user that authenticates against information contained in the FileHold database. At the username and password login prompt, you may see an option to select a domain.

If this option is set to “Local FileHold account” when you login, you are a local FileHold user. If you have the option to change your password from the user preferences page, you are a local FileHold user.

In the web client user preferences, you will see the Source set to “This is a locally managed user account.”.

Depending on permissions, you may or may not have access to particular documents in the FileHold library. If you think that you should have access to documents that you cannot see, do the following steps:

  1. Contact your library administrator and/or system administrator and let them know what documents you should be able to view in the library.
  2. The system administrator can check to ensure that you are placed in the proper security groups.
  3. The library administrator can check to ensure that you have access to the proper cabinets and folders and membership to the schema.

The method to reset your password will depend on how you are authenticated. You may do it directly on your Windows workstation or in Microsoft 365 or using another method. Check with your information technology team to find out the correct method for your user.

If you are a FileHold system administrator, you have two methods to reset local FileHold users passwords.

You can directly edit a single user’s password to any value allowed by your password security settings. You can also send an email to one or more users with password reset information. Finally, you can configure a password expiration time or duration so the system automatically prompts users to change their password. 

More information is available in our knowledgebase.

A system administration password is a special case in FileHold. Ideally you would have more than one system administrator and if one needs a password reset, the other can make the change. However, what if there is no second system administrator or no one seems to know who the system administrator is?

FileHold Cloud customers

If your administrator is a local FileHold user, contact your FileCare team at to help you reset the password.

Self-hosted customers

This is a case that requires a deeper recovery process using a Windows administrator. The complete process is detailed in our knowledgebase using tools provided with FileHold to run from the Windows console.

Knowledge Base

Have a question?

Check our FAQ, or ask an expert about FileHold Cloud

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